Estimated Net Worth
  • estimated net worth
    $218 K - $495 K
Salary
  • salary
    Unknown
Employment
  • Started 11/22/2021

Financial Disclosure Details - OGE Form 278e (05/12/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
Nothing reported in this section

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
The Cadmus Group, 401(k) plan:
1.1
Vanguard Institutional Target Retirement 2055 Fund Institutional Shares (VIVLX)
$50,001 - $100,000
None (or less than $201)
2
The Cadmus Group, ESOP account
$15,001 - $50,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Waltham, Massachusetts
I will continue to participate in this defined contribution plan. The plan sponsor is not making further contributions after my separation.
1/2012
2
Waltham, Massachusetts
My participation in the employee stock ownership plan continues even after my separation from the firm.
1/2012

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
Nothing reported in this section

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
EagleBank
salary, bonus
2
JP Morgan
salary, bonus
3
EagleBank, 401(k) plan
3.1
Fidelity 500 Index Fund (FXAIX)
$50,001 - $100,000
None (or less than $201)
4
IRA #1
5
Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Maryland College Investment Plan
1.1
Equity Index 500 Portfolio
$1,001 - $15,000
None (or less than $201)
2
U.S. bank #1 (cash)
$50,001 - $100,000
None (or less than $201)
3
U.S. bank #2 (cash)
$50,001 - $100,000
None (or less than $201)
4
U.S. bank #3 (cash)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
aidVantage
$100,001 - $250,000
2008
10 years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
8
1
Currently in forbearance due to COVID.

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